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IFG Advisors

Latest statistics and disclosures from IFG Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, QQQ, EFA, VOO, CTAS, and represent 41.32% of IFG Advisors's stock portfolio.
Added to shares of these 10 stocks: CTAS (+$21M), QQQM (+$11M), SPY, VOO, EFA, BSV, IJR, MDY, BIV, ICF.
Started 8 new stock positions in TXN, VXUS, AEE, RSP, IVV, UNH, RSPT, MELI.
Reduced shares in these 10 stocks: QQQ (-$9.7M), SGOV, WFC.PL, ITOT, BAC.PL, DFAT, SPSM, ADT, IDEV, DFAE.
Sold out of its positions in ADT, BAC.PL, DFAT, WFC.PL.
IFG Advisors was a net buyer of stock by $36M.
IFG Advisors has $468M in assets under management (AUM), dropping by 10.57%.
Central Index Key (CIK): 0001783412

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Portfolio Holdings for IFG Advisors

IFG Advisors holds 139 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	13.7	$64M	+3%	111k	573.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.9	$37M	-20%	75k	488.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	7.4	$35M	+5%	417k	83.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.4	$30M	+6%	57k	527.67	View chart
Cintas Corporation (CTAS)	5.9	$28M	+308%	134k	205.88	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	5.2	$24M	+4%	42k	569.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.1	$24M	+5%	203k	116.96	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.5	$16M	+184%	82k	200.85	View chart
Ishares Tr Cohen Steer Reit (ICF)	3.2	$15M	+5%	225k	65.91	View chart
Ishares Tr Select Divid Etf (DVY)	3.1	$15M	+3%	108k	135.07	View chart
Apple (AAPL)	3.0	$14M		61k	233.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$11M		211k	52.81	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.1	$9.9M	+2%	79k	125.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$9.8M	+5%	158k	62.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$9.8M	+20%	125k	78.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$5.6M		163k	34.29	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.1	$5.4M		13k	423.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$5.0M	+21%	64k	78.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$4.7M	+2%	20k	237.21	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$4.6M	+5%	69k	67.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$4.5M	+2%	15k	314.39	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.9	$4.4M	+6%	55k	80.30	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.8	$3.7M		34k	108.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$3.7M	+4%	77k	47.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$3.5M	+15%	36k	97.42	View chart
NVIDIA Corporation (NVDA)	0.7	$3.1M	+7%	26k	121.44	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.5	$2.6M		116k	22.09	View chart
Microsoft Corporation (MSFT)	0.5	$2.4M	+6%	5.6k	430.33	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.5	$2.4M	-7%	53k	45.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$2.4M	+7%	9.0k	263.84	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.3M		20k	117.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.1M	+3%	13k	165.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.9M		5.0k	375.36	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.7M	+3%	8.1k	210.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.7M		3.6k	460.27	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$1.5M	-2%	67k	23.17	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.5M	+27%	14k	108.63	View chart
Amazon (AMZN)	0.3	$1.5M	+14%	8.0k	186.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.5M		6.7k	220.89	View chart
Discover Financial Services (DFS)	0.3	$1.4M		10k	140.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.4M		16k	88.14	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	+3%	2.3k	572.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.3M	+7%	4.5k	283.18	View chart
American Express Company (AXP)	0.3	$1.2M		4.4k	271.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$1.2M		29k	41.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.1M	+8%	5.8k	198.05	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$1.1M	-51%	11k	100.72	View chart
Abbvie (ABBV)	0.2	$1.0M		5.2k	197.48	View chart
Micron Technology (MU)	0.2	$1.0M		9.8k	103.71	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$996k		37k	27.01	View chart
Home Depot (HD)	0.2	$995k	+4%	2.5k	405.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$986k	+2%	10k	95.75	View chart
Costco Wholesale Corporation (COST)	0.2	$964k	+6%	1.1k	886.90	View chart
Philip Morris International (PM)	0.2	$941k		7.8k	121.40	View chart
Tesla Motors (TSLA)	0.2	$877k	+6%	3.4k	261.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$866k		23k	37.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$795k		2.1k	383.86	View chart
Eli Lilly & Co. (LLY)	0.2	$763k	+8%	861.00	886.14	View chart
Merck & Co (MRK)	0.2	$762k	+2%	6.7k	113.56	View chart
Us Bancorp Del Com New (USB)	0.2	$760k		17k	45.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$756k		3.8k	200.77	View chart
Union Pacific Corporation (UNP)	0.2	$743k		3.0k	246.47	View chart
Morgan Stanley Com New (MS)	0.2	$723k		6.9k	104.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$720k		4.3k	167.19	View chart
Coca-Cola Company (KO)	0.2	$704k		9.8k	71.86	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$694k	-2%	11k	64.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$677k		2.5k	267.42	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$661k		17k	38.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$620k	+5%	6.1k	101.64	View chart
Johnson & Johnson (JNJ)	0.1	$616k		3.8k	162.06	View chart
Fortune Brands (FBIN)	0.1	$603k	-2%	6.7k	89.53	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$541k		5.9k	91.93	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$515k		8.3k	62.20	View chart
Aon Shs Cl A (AON)	0.1	$507k		1.5k	345.99	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$495k		4.0k	123.62	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$495k	+26%	4.6k	107.66	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$479k	-3%	9.9k	48.14	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$479k		6.5k	73.67	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$468k	-4%	8.2k	57.41	View chart
Bank of America Corporation (BAC)	0.1	$466k		12k	39.68	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$457k	-14%	6.5k	70.83	View chart
Corning Incorporated (GLW)	0.1	$449k		9.9k	45.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$448k	+6%	2.3k	197.17	View chart
Altria (MO)	0.1	$435k		8.5k	51.04	View chart
Walt Disney Company (DIS)	0.1	$433k		4.5k	96.20	View chart
Bank of New York Mellon Corporation (BK)	0.1	$431k		6.0k	71.86	View chart
United Parcel Service CL B (UPS)	0.1	$423k	-8%	3.1k	136.34	View chart
Nike CL B (NKE)	0.1	$421k	+5%	4.8k	88.40	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$420k	-11%	15k	27.41	View chart
Cisco Systems (CSCO)	0.1	$411k		7.7k	53.22	View chart
Honeywell International (HON)	0.1	$403k		2.0k	206.71	View chart
Northrop Grumman Corporation (NOC)	0.1	$391k		741.00	528.19	View chart
Procter & Gamble Company (PG)	0.1	$384k	+6%	2.2k	173.20	View chart
salesforce (CRM)	0.1	$383k		1.4k	273.71	View chart
Starbucks Corporation (SBUX)	0.1	$371k		3.8k	97.49	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$363k	+2%	5.9k	61.50	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$362k		3.6k	101.87	View chart
Citigroup Com New (C)	0.1	$358k		5.7k	62.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$357k		1.9k	189.78	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$354k		1.0k	345.29	View chart
Allstate Corporation (ALL)	0.1	$354k	+4%	1.9k	189.65	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$346k		13k	26.83	View chart
Thermo Fisher Scientific (TMO)	0.1	$329k	+3%	532.00	618.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$328k	NEW	1.8k	179.18	View chart
Bristol Myers Squibb (BMY)	0.1	$317k		6.1k	51.74	View chart
Verizon Communications (VZ)	0.1	$315k		7.0k	44.91	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$312k		1.6k	190.72	View chart
CSX Corporation (CSX)	0.1	$310k		9.0k	34.53	View chart
McDonald's Corporation (MCD)	0.1	$309k		1.0k	304.51	View chart
Pfizer (PFE)	0.1	$298k		10k	28.94	View chart
Murphy Usa (MUSA)	0.1	$296k		600.00	492.87	View chart
Marathon Petroleum Corp (MPC)	0.1	$293k		1.8k	162.91	View chart
Electronic Arts (EA)	0.1	$289k		2.0k	143.42	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$288k		2.5k	114.63	View chart
Wal-Mart Stores (WMT)	0.1	$283k	-3%	3.5k	80.75	View chart
Invesco Advantage Mun Income Sh Ben Int (VKI)	0.1	$279k		30k	9.31	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$277k		3.2k	87.74	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.1	$265k		2.8k	95.73	View chart
Wec Energy Group (WEC)	0.1	$257k		2.7k	96.18	View chart
Emerson Electric (EMR)	0.1	$251k	+2%	2.3k	109.37	View chart
Nextera Energy (NEE)	0.1	$246k		2.9k	84.53	View chart
Cigna Corp (CI)	0.1	$242k	+4%	699.00	346.44	View chart
Wells Fargo & Company (WFC)	0.1	$242k		4.3k	56.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$240k	-65%	1.9k	125.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$237k	NEW	411.00	577.13	View chart
American Electric Power Company (AEP)	0.1	$237k		2.3k	102.60	View chart
Regions Financial Corporation (RF)	0.1	$235k		10k	23.33	View chart
Listed Fd Tr Wahed Dow Jones (UMMA)	0.0	$234k		9.1k	25.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$230k	-2%	4.5k	50.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$227k	NEW	6.0k	37.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$226k	-5%	4.9k	45.86	View chart
UnitedHealth (UNH)	0.0	$223k	NEW	382.00	584.68	View chart
Domino's Pizza (DPZ)	0.0	$223k		518.00	430.14	View chart
Ameren Corporation (AEE)	0.0	$220k	NEW	2.5k	87.46	View chart
MercadoLibre (MELI)	0.0	$213k	NEW	104.00	2051.96	View chart
Texas Instruments Incorporated (TXN)	0.0	$210k	NEW	1.0k	206.57	View chart
BP Sponsored Adr (BP)	0.0	$209k		6.6k	31.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$202k	NEW	3.1k	64.74	View chart
Zevra Therapeutics Com New (ZVRA)	0.0	$183k	+41%	26k	6.94	View chart

Past Filings by IFG Advisors

SEC 13F filings are viewable for IFG Advisors going back to 2019

IFG Advisors 2024 Q3 filed Oct. 18, 2024
IFG Advisors 2024 Q2 filed July 22, 2024
IFG Advisors 2024 Q1 filed April 24, 2024
IFG Advisors 2023 Q4 filed Jan. 29, 2024
IFG Advisors 2023 Q3 filed Oct. 31, 2023
IFG Advisors 2023 Q2 filed July 18, 2023
IFG Advisors 2023 Q1 filed April 28, 2023
IFG Advisors 2022 Q4 filed Jan. 31, 2023
IFG Advisors 2022 Q3 filed Nov. 2, 2022
IFG Advisors 2022 Q2 filed Aug. 1, 2022
IFG Advisors 2022 Q1 restated filed May 18, 2022
IFG Advisors 2022 Q1 filed May 5, 2022
IFG Advisors 2021 Q4 filed Jan. 24, 2022
IFG Advisors 2021 Q3 filed Oct. 26, 2021
IFG Advisors 2021 Q2 filed July 26, 2021
IFG Advisors 2021 Q1 filed April 22, 2021

View all past filings

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